Rowland Carmichael Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,000
| Closed | -$230K | – | 339 |
|
|
2017
Q4 | $230K | Hold |
7,000
| – | – | 0.12% | 221 |
|
|
2017
Q3 | $222K | Hold |
7,000
| – | – | 0.12% | 217 |
|
|
2017
Q2 | $211K | Hold |
7,000
| – | – | 0.12% | 212 |
|
|
2017
Q1 | $234K | Hold |
7,000
| – | – | 0.14% | 194 |
|
|
2016
Q4 | $251K | Hold |
7,000
| – | – | 0.15% | 191 |
|
|
2016
Q3 | $273K | Hold |
7,000
| – | – | 0.17% | 172 |
|
|
2016
Q2 | $286K | Buy |
+7,000
| New | +$286K | 0.18% | 161 |
|